Profit Sharing · DOL Form 5500 · 2022

Hanna and Morton, LLP Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
34th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Hanna and Morton, LLP Profit Sharing Plan for Selected Employees · Sponsored by Hanna and Morton, LLP · California · Professional & Technical Services

$2M in assets, 2 participants

Hanna and Morton, LLP's Hanna and Morton, LLP Profit Sharing Plan for Selected Employees reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 34th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,639 in Professional & Technical Services (21,562 peers)

2022 asset change

Hanna and Morton, LLP Profit Sharing Plan for Selected Employees contracted severely 50.8% in 2022 ($4M → $2M) for 2 participants.

#6,639
in Professional & Technical Services (21,562 peers)
-50.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hanna and Morton, LLP Profit Sharing Plan for Selected Employees's mid-pack asset rank among Professional & Technical Services and all filers

Hanna and Morton, LLP Profit Sharing Plan for Selected Employees vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,052,363 34th percentile higher than 34% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Hanna and Morton, LLP Profit Sharing Plan for Selected Employees among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hanna and Morton, LLP Profit Sharing Plan for Selected Employees is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 952374061 · Hanna and Morton, LLP PY 2022 · Profit Sharing

Hanna and Morton, LLP Profit Sharing Plan for Selected Employees · $2M · 2 · 34th

  • RANK $2M
  • RANK 2
  • RANK 34th
  • RANK Profit Sharing
  • RANK near Kevin O'brien, M.D. Profit Sharing Plan
  • RANK ind #6639

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in California →

Hanna and Morton, LLP Profit Sharing Plan for Selected Employees in the asset neighbourhood

Hanna and Morton, LLP Profit Sharing Plan for Selected EmployeesHanna and Morton, LLP Profit…$2MKevin O'brien, M.D. Profit Sharing PlanKevin O'brien, M.D. Profit S…$2MSeniorage 403(b) Plan$2MPamel Industries, Inc. Retirement PlanPamel Industries, Inc. Retir…$2MRobin Gail Oshman, M.D., Ph.D. Profit Sharing Plan QrpRobin Gail Oshman, M.D., Ph.…$2M
End-of-year total assets ($M) among Hanna and Morton, LLP Profit Sharing Plan for Selected Employees and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Hanna and Morton, LLP years around the 2022 move

Sponsor-wide plan assets over time

All Hanna and Morton, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$2M 8.764385247638941% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $2.05M $1.87M ▼ -8.8%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$2M
Employer EIN952374061
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Hanna and Morton, LLP Profit Sharing Plan for Selected Employees vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Hanna and Morton, LLP Profit Sharing Plan for Selected Employees, Total assets ($B): 0.002052363 · Participants: 2Hanna and Morton, LLP Profit Sharing Plan for Selected EmployeesIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Hanna and Morton, LLP Profit Sharing Plan for Selected Employees vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Hanna and Morton, LLP Profit Sharing Plan for Selected Employees side-by-side with 3 peers →

Hanna and Morton, LLP Profit Sharing Plan for Selected Employees's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Kevin O'brien, M.D. Profit Sharing Plan in AL ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hanna and Morton, LLP Profit Sharing Plan for Selected Employees assets move in 2022? ▼
Hanna and Morton, LLP Profit Sharing Plan for Selected Employees contracted severely - down 50.8% during 2022, from $4M to $2M. Reported net income was -$2M.
How have Hanna and Morton, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hanna and Morton, LLP's sponsor-wide assets declined 8.8%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Hanna and Morton, LLP Profit Sharing Plan for Selected Employees? ▼
Among Profit Sharing plans in other states, the closest by assets is Kevin O'brien, M.D. Profit Sharing Plan in AL ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Hanna and Morton, LLP Profit Sharing Plan for Selected Employees? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952374061.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.